Brandon Stoker, CFP®, CWS®
Education & Certificates
B.S., Brigham Young University
CERTIFIED FINANCIAL PLANNER®
Certified Wealth Strategist®
Professional Background
I am a CFP®, CWS® with a career focused on wealth management, financial planning, investment solutions, and client relationship development. I have spent the majority of my career at Charles Schwab, advancing from Registered Representative to VP, Senior Financial Consultant, where I built comprehensive financial plans, helped clients with tax and estate planning, expanded local market relationships, and earned recognition as a top-performing consultant and Chairman’s Award winner. Earlier roles at Country Financial, Genworth Financial, Global Financial Services, and Private Wealth Management gave me broad experience in portfolio management, institutional trading, investment research, financial analysis, and client servic
Personal Interests
When away from work, I enjoy spending time outdoors with my wife and four children, especially hiking and mountain biking throughout Arizona’s scenic trails. I also enjoy creating custom pottery, bringing creativity and craftsmanship into a hands-on artistic practice. I am proud to support the Phoenix Symphony and local charities and value opportunities to engage with the local arts and culture community.